Tag Groups vs. Quicklists [19:13]


Lists are essential to client management. You can have lists for prospects, clients, investment clients, clients who receive a newsletter, and more. There are two ways in Redtail to create lists and both options come with their own power and capabilities. Learn the difference between the two types of list to find out what works best for your end goal!

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Click the link below for more information on each of the features covered in the video:

01:20 - Tag Groups

02:30 - Quicklists

04:05 - Recently Viewed Contacts

06:10 - Advanced Search

07:24 - Advanced Search - Bulk Actions

09:38 - Contact Overview

12:20 - Advanced Search - Contact Options


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